Client Relationship Manager jobs at Charles Schwab

Sr. Commercial Relationship Manager Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Base Salary: $103,700 - $138,200+ annually Position Summary The Senior Commercial Relationship Mgr (SCRM) role is responsible for identifying and developing new client relationships for Midland States Bank. The role is also responsible for maintaining and expanding the relationships with existing clients that are either inherited or developed by the Senior Commercial Relationship Mgr (SCRM). The Senior Commercial Relationship Mgr (SCRM) is to act in an advisory capacity with those prospects and clients internally, bringing all the available resources of Midland States Bank to assist them. This role will also function as an advocate for the clients and prospects inside the bank, pursuing mutually beneficial solutions for the client / prospect and MSB. Additionally, this role will develop and maintain an active network of centers of influence within the market. The focus will be on both Commercial Real Estate and Commercial & Industrial opportunities. It is expected that the Senior Commercial Relationship Mgr (SCRM) role will embrace Midland States Bank's vision and values and represent those both internally and in the community in which they serve. Primary Accountabilities Proven ability to generate a minimum of $15MM in new loan commitments on an annual basis. Ability to collect a minimum of $30,000 in loan fees annually. Maintain an active list of loan and depository prospects and conduct well planned and value-added joint calls. Develop a comprehensive plan for all clients and prospects on how to refer and bring other MSB resources to the relationship on an ongoing basis. Ability to analyze financial data, structure and negotiate transactions, and perform on-going credit maintenance items. Holds delinquencies to a minimum by aggressively collecting past due loans, and also assures that all clients provide required reporting information in a timely manner. Maintain compliance with all applicable regulations. Provide assistance as a team resource in commercial meetings and activities. Proficiency in applicable computer systems such as programs that pertain to the related position. Complete all training as required. Minimum of 25 hours per year in organizational involvement that directly enhances business opportunities for the Bank and supports the Bank's initiatives. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree in Finance, Business, Accounting, or other related field Minimum 5 years' (10 years preferred) experience in Commercial Banking Successful completion of bank training specific to position Proficient in credit analysis Direct Sales experience of 5-10 years Proven success of meeting or exceeding annual goals for the prior three years. Developed concentration in Commercial Real Estate, Commercial and Industrial, or Specialized Credits Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT PI1fb6806fc78d-37***********1

Sr. Commercial Relationship Manager Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Base Salary: $103,700 - $138,200+ annually Position Summary The Senior Commercial Relationship Mgr (SCRM) role is responsible for identifying and developing new client relationships for Midland States Bank. The role is also responsible for maintaining and expanding the relationships with existing clients that are either inherited or developed by the Senior Commercial Relationship Mgr (SCRM). The Senior Commercial Relationship Mgr (SCRM) is to act in an advisory capacity with those prospects and clients internally, bringing all the available resources of Midland States Bank to assist them. This role will also function as an advocate for the clients and prospects inside the bank, pursuing mutually beneficial solutions for the client / prospect and MSB. Additionally, this role will develop and maintain an active network of centers of influence within the market. The focus will be on both Commercial Real Estate and Commercial & Industrial opportunities. It is expected that the Senior Commercial Relationship Mgr (SCRM) role will embrace Midland States Bank's vision and values and represent those both internally and in the community in which they serve. Primary Accountabilities Proven ability to generate a minimum of $15MM in new loan commitments on an annual basis. Ability to collect a minimum of $30,000 in loan fees annually. Maintain an active list of loan and depository prospects and conduct well planned and value-added joint calls. Develop a comprehensive plan for all clients and prospects on how to refer and bring other MSB resources to the relationship on an ongoing basis. Ability to analyze financial data, structure and negotiate transactions, and perform on-going credit maintenance items. Holds delinquencies to a minimum by aggressively collecting past due loans, and also assures that all clients provide required reporting information in a timely manner. Maintain compliance with all applicable regulations. Provide assistance as a team resource in commercial meetings and activities. Proficiency in applicable computer systems such as programs that pertain to the related position. Complete all training as required. Minimum of 25 hours per year in organizational involvement that directly enhances business opportunities for the Bank and supports the Bank's initiatives. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree in Finance, Business, Accounting, or other related field Minimum 5 years' (10 years preferred) experience in Commercial Banking Successful completion of bank training specific to position Proficient in credit analysis Direct Sales experience of 5-10 years Proven success of meeting or exceeding annual goals for the prior three years. Developed concentration in Commercial Real Estate, Commercial and Industrial, or Specialized Credits Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT PI8a7cb84a27e7-37***********2

HPS, Inc., a leader in seal design and supply, is seeking a Strategic Sales Specialist. Solving technical problems, delivering the best solutions, and providing excellent customer service is a top priority for our organization. We offer competitive wages, paid time off, company holidays, a comprehensive benefits package, and a department-wide, uncapped, quarterly commission program. Founded in 1975, HPS Inc. is a family-owned business, staffed by a team of professionals in a collaborative environment. If you are an outgoing, energetic salesperson looking to utilize your technical skills to identify and solve customer issues, reach out today! Why Choose HPS, Inc.? HPS, Inc. recognizes that a well-rounded, fulfilled team member knows their value, purpose, and is given the opportunity to make a difference with their work. We value work-life balance through generous paid time off, company-wide breaks during paid holidays, and the belief that great work happens at work. HPS feeds employees' minds with specialized paid training and tuition reimbursement benefits after applicable waiting periods, and their bodies with our legendary “Bagel Fridays” and unlimited snacks and drinks throughout the office and warehouse. Performance Overview: At HPS, the Customer Success Account Manager (CSAM) plays a critical role in building long-term customer partnerships, driving account growth, and ensuring operational excellence. CSAMs serve as trusted advisors and primary points of contact for their accounts, managing retention, performance, and customer satisfaction while representing the voice of the customer across the organization. Core Responsibilities: Customer Retention & Success Maintain a 95% customer retention rate across assigned accounts. Conduct Quarterly Business Reviews (QBRs) with all accounts to align on performance, goals, and opportunities. Lead Monthly Business Reviews (MBRs) for Tier 1 accounts to provide deeper insights and foster executive alignment. Ensure yearly reviews are completed for all accounts across tiers to reinforce trust and highlight value delivery. Track and communicate customer health through metrics such as on-time delivery rates and service performance. Issue Resolution & Escalation Serve as the Account Manager of record when issues arise-leading resolution efforts and ensuring goal resolution within 7 days. Act as the representative of accounts internally, pulling in all necessary HPS stakeholders (operations, engineering, supply chain, sales) to resolve challenges quickly and effectively. Proactively identify potential risks to customer satisfaction and implement preventative measures. Business Growth & Value Creation Identify opportunities to expand business within accounts by analyzing customer trends, usage, and growth levers. Deliver data-driven insights, recommend tailored solutions, and highlight value-add opportunities unique to each customer. Build long-term account strategies to strengthen customer partnerships and support revenue growth. Relationship Management Develop strong, trust-based relationships with customer contacts at all levels, positioning HPS as a strategic partner. Act as a customer advocate internally, ensuring their needs are prioritized and represented across departments. Professional Growth & Expertise Successfully complete and test out of all company training, demonstrating ongoing ownership of personal development. Actively “learn and be curious” by expanding knowledge of HPS seals, their components, and applications-becoming a Subject Matter Expert (SME) in product knowledge. Share product and industry insights with customers to build confidence in HPS as a solutions provider. Please note: This is an individual contributor role, and not one that manages people. The ideal candidate is: Able to work independently and collaboratively in a fast-paced, dynamic environment while remaining meticulous, highly accurate, and always maintaining a professional demeanor. Able to build and maintain strong customer relationships. Experienced in project management, as customer onboarding, account planning, issue resolution, customer success initiatives, cross-functional collaboration, and data analysis and reporting are crucial to success in this role. Able to understand products that are technical in nature and effectively communicate technical concepts to technical and non-technical audiences. Solution-driven, as the Customer Success Specialist is not only resolving immediate issues but contributing to long-term customer satisfaction and retention to ultimately drive business growth and success. Flexible and adaptable which enables the Customer Success Manager to navigate the complexities of client relationships, industry dynamics, and team collaboration to ultimately contribute to the success of both the customer and the company. Requirements: Minimum 3-5 years of experience in customer success, account management, or related role, preferably in the industrial machinery/parts distribution, manufacturing, or design sector. Bachelor's degree in business, marketing, communications, or related field. Proficient in Microsoft 365 (Excel, PowerPoint, etc.), Microsoft Business Central and experience working with a CRM tool, preferably Salesforce. Ability to pass pre-employment screening, which includes a drug test and a background check. Ability to work first shift: 8:30am - 5:00pm EST Monday-Friday. Limited hybrid work arrangement available. Ability to work independently, while keeping deliverables and deadlines top of mind for multiple accounts while maintaining trusted relationships. Ability to understand customer needs, negotiate costs and services, and deliver client-focused solutions. Ability to prepare and present QBRs Must have excellent written and verbal communication skills (English) with the ability to build rapport and trust with customers. Must be legally authorized to work in the U.S. and will not require sponsorship. Travel: Likely 1x/quarter but as much as 1x/month. HPS Inc. offers: Competitive wages dependent upon experience and additional pay increases on an annual basis Comprehensive benefits package to include medical, Rx, dental, vision, STD, LTD, 401K and HSA Quarterly bonus (depending on meeting sales targets) Training and Tuition Reimbursement benefits Company paid holidays Paid time off beginning at 15 days/ year (prorated in year 1) Join us: If you are an outgoing, solution-seeking customer advocate looking to utilize your consultative and nurturing approach to drive customer success, we want to hear from you. Apply now and become part of the HPS, Inc. Team!

About Long's Jewelers For more than a century, Long's Jewelers has been New England's premier destination for fine jewelry, luxury watches, and exceptional client experiences. Family-owned and operated with seven locations across Massachusetts and New Hampshire, Long's is proud to partner with the world's most prestigious brands, including Patek Philippe and Rolex. With a reputation built on trust, integrity, and lasting relationships, Long's offers a truly unique opportunity to be part of a legacy brand. The Opportunity Long's Jewelers is seeking a Sales Manager to lead the flagship Patek Philippe boutique on Newbury Street in Boston. This is a rare opportunity to represent one of the world's most exclusive watchmakers, guiding clients through an experience that is as much about heritage and artistry as it is about ownership. The Sales Manager will be entrusted with fostering meaningful client relationships, mentoring a talented team, and serving as a key ambassador for both Long's and Patek Philippe. Key Responsibilities Represent Patek Philippe with professionalism, discretion, and integrity. Build lasting relationships with high-net-worth clients, offering an exceptional and personalized experience. Lead, coach, and inspire the boutique sales team, cultivating a collaborative and high-performance culture. Partner with leadership to drive strategy, elevate client experiences, and grow the boutique's impact. Serve as a trusted liaison with Patek Philippe leadership in the U.S. and Geneva, bringing insights and training back to the team. Qualifications 5+ years of experience in luxury watches or fine jewelry; high-complication expertise strongly preferred. A proven track record of building and sustaining long-term client relationships. Experience leading and developing high-performing sales teams in a luxury retail environment. Strong organizational, analytical, and communication skills. A passion for horology and an eagerness to represent one of the most respected names in the industry.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. Develop strong working relationships with daily client contacts. Provide ownership for the resolution of issues escalated by clients and financial professionals. Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. Review existing book of business to identify plan retention and create strategy for non-elite advisors. Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. Lead and/or participate in projects that create additional value for existing relationships. Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree in business or related fields, or equivalent work experience Minimum of 7 years' experience in retirement services industry or related field is preferred Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment Excellent analytical and problem solving skills Ability to work with a high level of independence Must be detail oriented and be able to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Demonstrated project management skills Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Consistently demonstrate a superior level of proactive client focus and team work. * Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. * Develop strong working relationships with daily client contacts. * Provide ownership for the resolution of issues escalated by clients and financial professionals. * Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. * Review existing book of business to identify plan retention and create strategy for non-elite advisors. * Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. * Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. * Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. * Lead and/or participate in projects that create additional value for existing relationships. * Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. * Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. * Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in business or related fields, or equivalent work experience * Minimum of 7 years' experience in retirement services industry or related field is preferred * Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred * Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment * Excellent analytical and problem solving skills * Ability to work with a high level of independence * Must be detail oriented and be able to produce high quality work within tight time constraints * Ability to make sound business judgments while effectively balancing client needs and organizational considerations * Excellent written and oral communication skills, including group presentation experience. * Proficiency with Microsoft Office products including Excel, Word and PowerPoint * Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments * Demonstrated project management skills * Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. Develop strong working relationships with daily client contacts. Provide ownership for the resolution of issues escalated by clients and financial professionals. Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. Review existing book of business to identify plan retention and create strategy for non-elite advisors. Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. Lead and/or participate in projects that create additional value for existing relationships. Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree in business or related fields, or equivalent work experience Minimum of 7 years' experience in retirement services industry or related field is preferred Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment Excellent analytical and problem solving skills Ability to work with a high level of independence Must be detail oriented and be able to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Demonstrated project management skills Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Consistently demonstrate a superior level of proactive client focus and team work. * Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. * Develop strong working relationships with daily client contacts. * Provide ownership for the resolution of issues escalated by clients and financial professionals. * Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. * Review existing book of business to identify plan retention and create strategy for non-elite advisors. * Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. * Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. * Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. * Lead and/or participate in projects that create additional value for existing relationships. * Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. * Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. * Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in business or related fields, or equivalent work experience * Minimum of 7 years' experience in retirement services industry or related field is preferred * Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred * Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment * Excellent analytical and problem solving skills * Ability to work with a high level of independence * Must be detail oriented and be able to produce high quality work within tight time constraints * Ability to make sound business judgments while effectively balancing client needs and organizational considerations * Excellent written and oral communication skills, including group presentation experience. * Proficiency with Microsoft Office products including Excel, Word and PowerPoint * Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments * Demonstrated project management skills * Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. Develop strong working relationships with daily client contacts. Provide ownership for the resolution of issues escalated by clients and financial professionals. Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. Review existing book of business to identify plan retention and create strategy for non-elite advisors. Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. Lead and/or participate in projects that create additional value for existing relationships. Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree in business or related fields, or equivalent work experience Minimum of 7 years' experience in retirement services industry or related field is preferred Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment Excellent analytical and problem solving skills Ability to work with a high level of independence Must be detail oriented and be able to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Demonstrated project management skills Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. Develop strong working relationships with daily client contacts. Provide ownership for the resolution of issues escalated by clients and financial professionals. Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. Review existing book of business to identify plan retention and create strategy for non-elite advisors. Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. Lead and/or participate in projects that create additional value for existing relationships. Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree in business or related fields, or equivalent work experience Minimum of 7 years' experience in retirement services industry or related field is preferred Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment Excellent analytical and problem solving skills Ability to work with a high level of independence Must be detail oriented and be able to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Demonstrated project management skills Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Consistently demonstrate a superior level of proactive client focus and team work. * Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. * Develop strong working relationships with daily client contacts. * Provide ownership for the resolution of issues escalated by clients and financial professionals. * Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. * Review existing book of business to identify plan retention and create strategy for non-elite advisors. * Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. * Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. * Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. * Lead and/or participate in projects that create additional value for existing relationships. * Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. * Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. * Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in business or related fields, or equivalent work experience * Minimum of 7 years' experience in retirement services industry or related field is preferred * Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred * Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment * Excellent analytical and problem solving skills * Ability to work with a high level of independence * Must be detail oriented and be able to produce high quality work within tight time constraints * Ability to make sound business judgments while effectively balancing client needs and organizational considerations * Excellent written and oral communication skills, including group presentation experience. * Proficiency with Microsoft Office products including Excel, Word and PowerPoint * Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments * Demonstrated project management skills * Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client's commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability. * Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.) * Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank's products and services, such as treasury services, deposits, derivatives and other financial products. * Product Knowledge: Be well-versed in the bank's product suite to be a trusted advisor both internally and to the client. * Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients. * Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts. * Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations. * Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it's a service problem, a financial solution that needs adjusting, or an operational concern. * Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures. * Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships. * Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank's products and services. * Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews. * Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio. * Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client's business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions. * Client Advocacy: Act as the client's advocate within the bank, ensuring their needs and goals are represented in internal discussions. Skills and Experience: * 10+ years' work experience related to various aspects of middle market and corporate banking * Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly * Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services) * Experience reviewing and negotiating loan documents * Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required * Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments * Ensures accuracy of information, data, and documentation for all portfolio accounts * Actively participates in customer meetings to further the relationship and expand business opportunities * Good mathematical, reading comprehension and writing skills * Must have excellent interpersonal and communication skills * Must be able to verbally communicate effectively one-to-one and in groups * Must be able to write clearly and effectively * Must be able to develop and maintain cohesive, cooperative internal and external working relationships * Must have good personal organization and time management skills * Must allocate time effectively and independently prioritize workload to meet timelines * Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Support the deal team in managing existing and developing new client relationships * Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring * Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.) * Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process * Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed * Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio * Assist in training and coaching of new team members * Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.) * Ability to work within timelines and complete projects before deadlines Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Direct Reports: None Travel: Some travel between Third Coast Bank offices and to client locations may be required. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Job Description Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client's commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability. Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.) Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank's products and services, such as treasury services, deposits, derivatives and other financial products. Product Knowledge: Be well-versed in the bank's product suite to be a trusted advisor both internally and to the client. Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients. Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts. Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations. Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it's a service problem, a financial solution that needs adjusting, or an operational concern. Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures. Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships. Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank's products and services. Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews. Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio. Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client's business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions. Client Advocacy: Act as the client's advocate within the bank, ensuring their needs and goals are represented in internal discussions. Skills and Experience: 10+ years' work experience related to various aspects of middle market and corporate banking Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services) Experience reviewing and negotiating loan documents Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments Ensures accuracy of information, data, and documentation for all portfolio accounts Actively participates in customer meetings to further the relationship and expand business opportunities Good mathematical, reading comprehension and writing skills Must have excellent interpersonal and communication skills Must be able to verbally communicate effectively one-to-one and in groups Must be able to write clearly and effectively Must be able to develop and maintain cohesive, cooperative internal and external working relationships Must have good personal organization and time management skills Must allocate time effectively and independently prioritize workload to meet timelines Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Support the deal team in managing existing and developing new client relationships Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.) Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio Assist in training and coaching of new team members Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.) Ability to work within timelines and complete projects before deadlines Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Direct Reports: None Travel: Some travel between Third Coast Bank offices and to client locations may be required. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Job Description Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client's commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability. Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.) Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank's products and services, such as treasury services, deposits, derivatives and other financial products. Product Knowledge: Be well-versed in the bank's product suite to be a trusted advisor both internally and to the client. Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients. Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts. Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations. Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it's a service problem, a financial solution that needs adjusting, or an operational concern. Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures. Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships. Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank's products and services. Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews. Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio. Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client's business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions. Client Advocacy: Act as the client's advocate within the bank, ensuring their needs and goals are represented in internal discussions. Skills and Experience: 10+ years' work experience related to various aspects of middle market and corporate banking Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services) Experience reviewing and negotiating loan documents Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments Ensures accuracy of information, data, and documentation for all portfolio accounts Actively participates in customer meetings to further the relationship and expand business opportunities Good mathematical, reading comprehension and writing skills Must have excellent interpersonal and communication skills Must be able to verbally communicate effectively one-to-one and in groups Must be able to write clearly and effectively Must be able to develop and maintain cohesive, cooperative internal and external working relationships Must have good personal organization and time management skills Must allocate time effectively and independently prioritize workload to meet timelines Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Support the deal team in managing existing and developing new client relationships Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.) Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio Assist in training and coaching of new team members Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.) Ability to work within timelines and complete projects before deadlines Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Direct Reports: None Travel: Some travel between Third Coast Bank offices and to client locations may be required. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client's commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability. * Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.) * Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank's products and services, such as treasury services, deposits, derivatives and other financial products. * Product Knowledge: Be well-versed in the bank's product suite to be a trusted advisor both internally and to the client. * Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients. * Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts. * Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations. * Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it's a service problem, a financial solution that needs adjusting, or an operational concern. * Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures. * Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships. * Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank's products and services. * Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews. * Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio. * Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client's business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions. * Client Advocacy: Act as the client's advocate within the bank, ensuring their needs and goals are represented in internal discussions. Skills and Experience: * 10+ years' work experience related to various aspects of middle market and corporate banking * Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly * Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services) * Experience reviewing and negotiating loan documents * Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required * Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments * Ensures accuracy of information, data, and documentation for all portfolio accounts * Actively participates in customer meetings to further the relationship and expand business opportunities * Good mathematical, reading comprehension and writing skills * Must have excellent interpersonal and communication skills * Must be able to verbally communicate effectively one-to-one and in groups * Must be able to write clearly and effectively * Must be able to develop and maintain cohesive, cooperative internal and external working relationships * Must have good personal organization and time management skills * Must allocate time effectively and independently prioritize workload to meet timelines * Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Support the deal team in managing existing and developing new client relationships * Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring * Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.) * Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process * Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed * Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio * Assist in training and coaching of new team members * Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.) * Ability to work within timelines and complete projects before deadlines Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Direct Reports: None Travel: Some travel between Third Coast Bank offices and to client locations may be required. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Job Description Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client's commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability. Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.) Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank's products and services, such as treasury services, deposits, derivatives and other financial products. Product Knowledge: Be well-versed in the bank's product suite to be a trusted advisor both internally and to the client. Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients. Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts. Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations. Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it's a service problem, a financial solution that needs adjusting, or an operational concern. Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures. Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships. Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank's products and services. Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews. Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio. Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client's business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions. Client Advocacy: Act as the client's advocate within the bank, ensuring their needs and goals are represented in internal discussions. Skills and Experience: 10+ years' work experience related to various aspects of middle market and corporate banking Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services) Experience reviewing and negotiating loan documents Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments Ensures accuracy of information, data, and documentation for all portfolio accounts Actively participates in customer meetings to further the relationship and expand business opportunities Good mathematical, reading comprehension and writing skills Must have excellent interpersonal and communication skills Must be able to verbally communicate effectively one-to-one and in groups Must be able to write clearly and effectively Must be able to develop and maintain cohesive, cooperative internal and external working relationships Must have good personal organization and time management skills Must allocate time effectively and independently prioritize workload to meet timelines Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Support the deal team in managing existing and developing new client relationships Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.) Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio Assist in training and coaching of new team members Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.) Ability to work within timelines and complete projects before deadlines Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Direct Reports: None Travel: Some travel between Third Coast Bank offices and to client locations may be required. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client's commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability. * Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.) * Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank's products and services, such as treasury services, deposits, derivatives and other financial products. * Product Knowledge: Be well-versed in the bank's product suite to be a trusted advisor both internally and to the client. * Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients. * Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts. * Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations. * Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it's a service problem, a financial solution that needs adjusting, or an operational concern. * Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures. * Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships. * Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank's products and services. * Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews. * Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio. * Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client's business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions. * Client Advocacy: Act as the client's advocate within the bank, ensuring their needs and goals are represented in internal discussions. Skills and Experience: * 10+ years' work experience related to various aspects of middle market and corporate banking * Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly * Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services) * Experience reviewing and negotiating loan documents * Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required * Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments * Ensures accuracy of information, data, and documentation for all portfolio accounts * Actively participates in customer meetings to further the relationship and expand business opportunities * Good mathematical, reading comprehension and writing skills * Must have excellent interpersonal and communication skills * Must be able to verbally communicate effectively one-to-one and in groups * Must be able to write clearly and effectively * Must be able to develop and maintain cohesive, cooperative internal and external working relationships * Must have good personal organization and time management skills * Must allocate time effectively and independently prioritize workload to meet timelines * Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Support the deal team in managing existing and developing new client relationships * Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring * Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.) * Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process * Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed * Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio * Assist in training and coaching of new team members * Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.) * Ability to work within timelines and complete projects before deadlines Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Direct Reports: None Travel: Some travel between Third Coast Bank offices and to client locations may be required. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL DUTIES AND RESPONSIBILITIES * Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients. * Self-acquires new business by being active and well connected in the community. * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. * Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. * Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. * Thrives in a team-based approach to deliver the full suite of First Horizon's solutions. * Team and peer group role model for other Private Client Relationship Managers. * Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values. * Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. * Using sound judgment on expense and operational efficiency QUALIFICATIONS * Bachelor's Degree Required. * FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed. * 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. * Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace. * Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge of deposit, credit and investment products. * Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful. * Ability to thrive and be an active participate on a team. * Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. * As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. + Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients. + Self-acquires new business by being active and well connected in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. + Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. + Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. + Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. + Thrives in a team-based approach to deliver the full suite of First Horizon's solutions. + Team and peer group role model for other Private Client Relationship Managers. + Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values. + Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. + Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. + Using sound judgment on expense and operational efficiency **QUALIFICATIONS** + Bachelor's Degree Required. + FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed. + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. + Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace. + Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. + Advanced and proven working knowledge of deposit, credit and investment products. + Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful. + Ability to thrive and be an active participate on a team. + Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. + As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.